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GIM

Gold Investment Management Portfolio holdings

AUM $369M
1-Year Est. Return 50.96%
This Fund
S&P 500
This Quarter Est. Return
+5.93%
1 Year Est. Return
+50.96%
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$313M
AUM Growth
+$15.6M
Cap. Flow
+$602K
Cap. Flow %
0.19%
Top 10 Hldgs %
29.26%
Holding
205
New
2
Increased
67
Reduced
37
Closed
1

Top Buys

Rank Stock Value
1
CCK icon
Crown Holdings
CCK
+$1.18M
2
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$699K
3
TSLA icon
Tesla
TSLA
+$222K
4
UNP icon
Union Pacific
UNP
+$189K
5
TD icon
Toronto Dominion Bank
TD
+$132K

Top Sells

Rank Stock Value
1
ORCL icon
Oracle
ORCL
+$912K
2
BNS icon
Scotiabank
BNS
+$584K
3
XLF icon
State Street Financial Select Sector SPDR ETF
XLF
+$518K
4
LLY icon
Eli Lilly
LLY
+$474K
5
B
Barrick Mining
B
+$423K

Sector Composition

Rank Sector Weight
1 Financials 30.27%
2 Technology 15.35%
3 Industrials 12.64%
4 Consumer Discretionary 6.53%
5 Healthcare 6.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
RCI icon
76
Rogers Communications
RCI
$19.1B
$1.12M 0.36%
29,721
+488
+2% +$18.3K
AMD icon
77
Advanced Micro Devices
AMD
$774B
$1.12M 0.36%
5,221
– –
VWO icon
78
Vanguard FTSE Emerging Markets ETF
VWO
$125B
$1.07M 0.34%
19,959
+193
+1% +$10.5K
NVDA icon
79
NVIDIA
NVDA
$5.27T
$1.02M 0.33%
5,460
– –
BEN icon
80
Franklin Resources
BEN
$16.9B
$977K 0.31%
40,891
-1,053
-3% -$24.2K
XLF icon
81
State Street Financial Select Sector SPDR ETF
XLF
$59B
$884K 0.28%
16,133
-9,717
-38% -$518K
HON icon
82
Honeywell
HON
$72.9B
$864K 0.28%
4,427
-279
-6% -$54.6K
AEM icon
83
Agnico Eagle Mines
AEM
$92B
$814K 0.26%
4,800
+11
+0.2% +$1.85K
BMY icon
84
Bristol-Myers Squibb
BMY
$130B
$677K 0.22%
12,542
+53
+0.4% +$2.55K
TFII icon
85
TFI International
TFII
$11.7B
$651K 0.21%
6,302
– –
RTX icon
86
RTX Corp
RTX
$302B
$620K 0.2%
3,379
– –
IEMG icon
87
iShares Core MSCI Emerging Markets ETF
IEMG
$156B
$614K 0.2%
9,130
-216
-2% -$14.5K
WCN
88
Waste Connections
WCN
$42B
$578K 0.18%
3,294
– –
FNV icon
89
Franco-Nevada
FNV
$46.4B
$559K 0.18%
2,697
+6
+0.2% +$1.22K
TRP icon
90
TC Energy
TRP
$66.3B
$549K 0.18%
9,964
+200
+2% +$10.7K
LHX icon
91
L3Harris
LHX
$53.3B
$510K 0.16%
1,738
– –
PSA icon
92
Public Storage
PSA
$60.7B
$475K 0.15%
1,832
-101
-5% -$28.3K
WELL icon
93
Welltower
WELL
$163B
$458K 0.15%
2,470
-45
-2% -$8.4K
PBA icon
94
Pembina Pipeline
PBA
$28.3B
$421K 0.13%
11,041
-30
-0.3% -$1.15K
META icon
95
Meta Platforms (Facebook)
META
$1.53T
$382K 0.12%
578
– –
CCJ icon
96
Cameco
CCJ
$43B
$379K 0.12%
4,142
+7
+0.2% +$630
ILF icon
97
iShares Latin America 40 ETF
ILF
$3.73B
$370K 0.12%
12,154
+413
+4% +$12.3K
CVE icon
98
Cenovus Energy
CVE
$55B
$338K 0.11%
19,975
+155
+0.8% +$2.69K
MS icon
99
Morgan Stanley
MS
$338B
$329K 0.11%
1,856
– –
STN icon
100
Stantec
STN
$8.5B
$322K 0.1%
3,407
– –
2 3
4
5 6

Similar funds

ACA
AYAL Capital Advisors Toronto, Ontario, Canada $369M AUM 39.67% 1-Year Est. Return
MB
Mizuho Bank Tokyo, Japan $369M AUM 53.09% 1-Year Est. Return
MI
Merk Investments Menlo Park, California $368M AUM 152.26% 1-Year Est. Return
CCM
Cutler Capital Management Worcester, Massachusetts $370M AUM 15.34% 1-Year Est. Return
WCM
Westerly Capital Management San Francisco, California $368M AUM 42.67% 1-Year Est. Return
MHP
Manatuck Hill Partners Westport, Connecticut $370M AUM 95.53% 1-Year Est. Return
V
ValueWorks New York $367M AUM 59.38% 1-Year Est. Return
OCMH
Oxbow Capital Management (HK) Hong Kong $371M AUM 383.45% 1-Year Est. Return

Gold Investment Management's Q4 2025 Portfolio in Review

As of Q4 2025, Gold Investment Management held 205 positions worth $313M, up 5.3% from $298M the previous quarter. Its ten largest holdings account for 29% of the portfolio.

Trading was light in Q4 2025: portfolio turnover was 1.5%. Gold Investment Management opened 2 new positions and exited 1, leaving the 205-position portfolio largely intact.

By sector, the portfolio is most concentrated in Financials at 30% of assets, up from 29% a quarter earlier, followed by Technology and Industrials.

  • Gold Investment Management's largest Q4 2025 buy was Crown Holdings: 12,119 shares worth $1.25M.
  • Gold Investment Management added most to iShares Core MSCI EAFE ETF in Q4 2025, an estimated $699K increase.
  • Gold Investment Management's biggest Q4 2025 reduction was Oracle, cutting an estimated $912K.
  • Gold Investment Management fully exited TELUS International in Q4 2025, selling an estimated $1.78K.
  • Gold Investment Management's ten largest holdings make up 29% of its $313M portfolio in Q4 2025.
  • Gold Investment Management opened 2 new positions and closed 1 in Q4 2025.
  • Gold Investment Management's portfolio value rose 5.3% quarter-over-quarter to $313M.

Based on Gold Investment Management's 13F filing for Q4 2025, filed 28 Jan 2026.